Institutions / Beacon Financial Advisory LLC
Beacon Financial Advisory LLC
CIK 1800502 · Institution · as of Dec 31, 2025
Portfolio value
$431.64M
Positions
371
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 371 →
| Company | Value | % of portfolio |
|---|---|---|
| J P Morgan Exchange Traded F | $20.46M | 4.7% |
| Capital Group Dividend Value | $18.22M | 4.2% |
| J P Morgan Exchange Traded F | $11.43M | 2.6% |
| First Tr Exchange-Traded Fd | $10.50M | 2.4% |
| Tcw ETF Trust | $10.29M | 2.4% |
| Apple Inc. | $9.52M | 2.2% |
| T Rowe Price ETF Inc | $9.49M | 2.2% |
| Microsoft Corp | $6.87M | 1.6% |
| J P Morgan Exchange Traded F | $6.28M | 1.5% |
| NVIDIA Corp | $5.82M | 1.3% |
| Vanguard Specialized Funds | $5.50M | 1.3% |
| Capital Group Growth ETF | $5.50M | 1.3% |
| Amazon.com Inc | $5.36M | 1.2% |
| SPDR S&P 500 ETF Tr | $4.49M | 1.0% |
| SPDR Series Trust | $4.21M | 1.0% |
| iShares Tr | $4.13M | 1.0% |
| Tesla Inc | $4.05M | 0.9% |
| Vanguard Index Fds | $3.95M | 0.9% |
| Alphabet Inc. | $3.94M | 0.9% |
| iShares MSCI UAE ETF | $3.81M | 0.9% |
| JPMorgan Chase & Co | $3.73M | 0.9% |
| First Tr Exchange-Traded Fd | $3.25M | 0.8% |
| iShares Tr | $3.16M | 0.7% |
| Goldman Sachs ETF Tr | $3.09M | 0.7% |
| Visa Inc | $2.96M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.